Proposify Reviews in July 2026: User Ratings, Pros & Cons

Love the Professional Presentation

What do you like best? The tool represents a modern, professional approach to presenting and reviewing proposals with clients. What do you dislike? Building the fee tables can be frustrating and unforgiving while creating them. Replicating past builds not as easy as hoped for. Recommendations to others considering the product: Be patient, think logically about how you want the story to flow and Proposify will help you present it professionally What problems are you ...

Very good

What do you like best? I like the tracking feature (so I can see when my client viewed the proposal and how long that person spent reviewing it). I also like the e-signature. What do you dislike? When I need to change the format of pages it tens to be a little cumbersome and not intuitive. What problems are you solving with the product? What benefits have you realized? - Easy to send proposals to clients securely. - overall I believe the platform is very intuitive and my ...

Easy to Use and Professional Proposal Tool

What do you like best? Proposify has been very easy to set up and integrate into our proposal process. The templates are useful for getting started and we have saved a lot of time in creating proposals. Analytics are great and provide insights that help with closing sales. What do you dislike? The design customisation can be limited. What problems are you solving with the product? What benefits have you realized? Saves time creating proposals Provides a professional ...

So promising we could not wait more to on board!

What do you like best? They are many good things about this proposal software; here are the main advantages that made us choose this solution over Qwilr, PandaDoc, Better Proposal, HelloSign and many other we evaluated in our decision process : - Very good use of the variables - Expandable possibilities with custom fields (they are even reusable in Zapier!) - Payment processing (even partially) on proposal acceptance - Integration with HubSpot - Integration with ...

What an awesome tool! Every sales team needs this!

What do you like best? Proposify is very intuitive and easy to set up, it just does what it should! With this proposal software delivering great-looking proposals to your audience is easier than ever before. Just what my company needed! What do you dislike? The Hubspot connection is fine, but it would be nice if I can relate to the contact properties I set up in Hubspot. Recommendations to others considering the product: Just get it! It will help to boost your sales and more ...

My review with Proposify

What do you like best? It's very user friendly, easy to work with and simple. You can find all of the proposals that you made for your clients, you can duplicate offers based on their content and it also gives you the chance on building a database with your clients. Also, the proposals are organized based on 3 categories: drafts, sent and won, so you can find them easily. Also, after you send the proposal to the client, you will get notified each time the clients opens the proposal ...

Excellent Proposal Templates Help You Close Sales

What do you like best? The Proposify platform makes it easy to create and deliver exceptional proposals quickly. I really like the user friendly templates that can be delivered directly to a prospect allowing them to review and accept the offer. What do you dislike? As a marketing professional I really don't see anything with the platform itself that I dislike. However I would prefer the ability to allow some of my team members the ability to collaborate on proposals without paying ...

Easy for a Newbie

What do you like best? The variety of templates and the helpful blogs and articles made writing a proposal for the very first time easy. If I had a question, I could do a quick search to find the answer. What do you dislike? The manipulation of some of the images I found to be difficult. I wantes to replace an image of a cover page with an image from my personal library and I just could not crop the image like the default image. What problems are you solving with the product? ...

The best cost effective and easiest to use proposal software

What do you like best? Simple to use, support needs are answered almost immediately with true personal service, the software is always being updated and the price is fair for what you get with many options. What do you dislike? Sometimes I get a little lost in the software and not sure if I am editing a template or new proposal I created. Recommendations to others considering the product: Use the free trial, setup sample projects, play around and inquire of the support team ...

Great experience

What do you like best? The ability to track clients while they review the proposal, notifications, ease of use, template and savable library What do you dislike? some small things such as the limits of the builder What problems are you solving with the product? What benefits have you realized? In a huge way, gives more confidence in sending proposals, looks professional and easy for clients to use Response from Elise Snow-Kropla of Proposify edit Hi there, ...